MCM
Marsico Capital Management’s TSMC TSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $176M | Buy |
776,451
+56,184
| +8% | +$12.7M | 4.77% | 6 |
|
|
2025
Q1 | $120M | Sell |
720,267
-145,391
| -17% | -$24.1M | 4.1% | 8 |
|
|
2024
Q4 | $171M | Sell |
865,658
-8,296
| -0.9% | -$1.64M | 4.65% | 6 |
|
|
2024
Q3 | $152M | Sell |
873,954
-353
| -0% | -$61.3K | 4.24% | 7 |
|
|
2024
Q2 | $152M | Buy |
874,307
+44,320
| +5% | +$7.7M | 4.54% | 9 |
|
|
2024
Q1 | $113M | Buy |
829,987
+100,002
| +14% | +$13.6M | 3.71% | 10 |
|
|
2023
Q4 | $75.9M | Buy |
729,985
+540,957
| +286% | +$56.3M | 2.97% | 16 |
|
|
2023
Q3 | $16.4M | Sell |
189,028
-98,031
| -34% | -$8.52M | 0.7% | 25 |
|
|
2023
Q2 | $29M | Buy |
287,059
+108,691
| +61% | +$11M | 1.15% | 21 |
|
|
2023
Q1 | $16.6M | Buy |
178,368
+16,347
| +10% | +$1.52M | 0.78% | 27 |
|
|
2022
Q4 | $12.1M | Buy |
162,021
+115,847
| +251% | +$8.63M | 0.62% | 33 |
|
|
2022
Q3 | $3.17M | Sell |
46,174
-143,444
| -76% | -$9.84M | 0.17% | 62 |
|
|
2022
Q2 | $15.5M | Buy |
189,618
+122,832
| +184% | +$10M | 0.76% | 26 |
|
|
2022
Q1 | $6.96M | Sell |
66,786
-779,067
| -92% | -$81.2M | 0.24% | 54 |
|
|
2021
Q4 | $102M | Buy |
845,853
+318,054
| +60% | +$38.3M | 2.97% | 10 |
|
|
2021
Q3 | $58.9M | Sell |
527,799
-590,089
| -53% | -$65.9M | 1.81% | 21 |
|
|
2021
Q2 | $134M | Buy |
1,117,888
+30,971
| +3% | +$3.72M | 3.33% | 12 |
|
|
2021
Q1 | $129M | Buy |
1,086,917
+932,896
| +606% | +$110M | 3.35% | 9 |
|
|
2020
Q4 | $16.8M | Buy |
154,021
+1,669
| +1% | +$182K | 0.44% | 39 |
|
|
2020
Q3 | $12.4M | Buy |
152,352
+3,198
| +2% | +$259K | 0.34% | 41 |
|
|
2020
Q2 | $8.47M | Buy |
+149,154
| New | +$8.47M | 0.27% | 41 |
|
|
2014
Q1 | – | Sell |
-1,641,811
| Closed | -$28.6M | – | 121 |
|
|
2013
Q4 | $28.6M | Sell |
1,641,811
-28,814
| -2% | -$503K | 0.2% | 55 |
|
|
2013
Q3 | $28.3M | Buy |
1,670,625
+570,320
| +52% | +$9.67M | 0.21% | 63 |
|
|
2013
Q2 | $20.2M | Buy |
+1,100,305
| New | +$20.2M | 0.13% | 72 |
|